Estate Planning Consultant jobs in Petaluma, CA

Estate Planning Consultant provides estate planning consultation to the agency work force. Develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Being an Estate Planning Consultant is responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Additionally, Estate Planning Consultant typically reports to a manager. Estate Planning Consultant is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Estate Planning Consultant typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Real Estate Buyer’S Sales Specialist
  • Ascend Real Estate
  • Novato, CA FULL_TIME
  • We’re looking for a talented, professional Buyer’s Agent to join our expanding team of real estate professionals. You will be responsible for consulting with and guiding our clients through the entire home-buying process. From contacting pre-qualified leads to showing homes to the negotiation process and final sale, you will be the buyer’s point of contact, and ensure they have a positive experience. Applicants should be enthusiastic, determined, and be driven to succeed. If this sounds like you, start your application today!

    Compensation:

    $70,000 - $125,000 commission-based

    Responsibilities:
    • Provide potential home buyers with pertinent information about their local housing market
    • Serve as an intermediary between the buyer and seller or listing agent to ensure mutual transaction satisfaction
    • Speak and engage with pre-qualified leads to figure out their wants and needs in a home
    • Create documents such as representation contracts, purchase agreements, closing statements, deeds, and leases to close the sale
    • Assist buyer clients with the home purchase process including budgeting and options with a mortgage lender
    Qualifications:
    • Valid U.S. driver’s license with the ability to travel by car
    • Familiarity with the area real estate market and current real estate trends
    • Has superb interpersonal and communication skills
    • Show a track record of real estate success
    • Over 1 year of buyer’s agent or real estate experience preferred

    • California Real Estate Sales Agent license

    About Company


    We're a top Bay Area and LA Area Realtor team with an abundant business volume, tech-forward systems, and a top-notch support team to help our clients with selling, buying, and investing in real estate. We are collaborative, innovative, professional, and dedicated to providing excellent service. Learn more at AscendRE.com.


    By the Way

    We are an equal-opportunity employer, and we do not discriminate on the basis of race, religion, color, gender expression or identity, sexual orientation, national origin, citizenship, age, marital status, veteran status, disability status, or any other characteristic protected by law. Women, people of color, LGBTQ individuals, and immigrants are encouraged to apply. We will consider qualified applicants in a manner consistent with the San Francisco Fair Chance Ordinance.

  • 12 Days Ago

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Front Desk Agent
  • The Estate Yountville
  • Yountville, CA FULL_TIME
  • FRONT DESK AGENT Yountville, CA Laying in the heart of Napa Valley, The Estate Yountville features two magnificent hotels that embody the perfect getaway and retreat. Surrounded by vineyards, Michelin...
  • 16 Days Ago

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Night Auditor
  • The Estate Yountville
  • Yountville, CA FULL_TIME
  • NIGHT AUDITOR Yountville, CA Laying in the heart of Napa Valley, The Estate Yountville features two magnificent hotels that embody the perfect getaway and retreat. Surrounded by vineyards, Michelin-st...
  • 12 Days Ago

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Assistant Front Office Manager
  • The Estate Yountville
  • Yountville, CA FULL_TIME
  • ASSISTANT FRONT OFFICE MANAGER Yountville, CA Laying in the heart of Napa Valley, The Estate Yountville features two magnificent hotels that embody the perfect getaway and retreat. Surrounded by viney...
  • 1 Month Ago

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Landscape Site Supervisor
  • Dexter estate landscapes
  • Sonoma, CA FULL_TIME
  • Job Title: Landscape Site Supervisor Company: Dexter estate landscapes Location: Sonoma County About Us: Dexter Estate Landscapes is a leading landscaping company dedicated to installing beautiful out...
  • 21 Days Ago

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Pool for Geography, Environment, and Planning
  • Sonoma State University
  • Rohnert Park, CA FULL_TIME
  • Pool for Geography, Environment, and PlanningJob No: 535115Work Type: Instructional Faculty - Temporary/LecturerLocation: SonomaCategories: Unit 3 - CFA - California Faculty Association, Faculty - Soc...
  • 8 Days Ago

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0 Estate Planning Consultant jobs found in Petaluma, CA area

Petaluma /pɛtəˈluːmə/ is a city in Sonoma County, in California's Wine Country, part of the North Bay sub-region of the San Francisco Bay Area, located 37 mi (60 km) north of San Francisco. Its population was 57,941 according to the 2010 Census. The Rancho Petaluma Adobe, located in Petaluma, is a National Historic Landmark. Its construction started in 1836 by order of General Mariano Guadalupe Vallejo, then Commandant of the San Francisco Presidio. It was the center of a 66,000 acre (270-km²) ranch stretching from Petaluma River to Sonoma Creek. The adobe is considered one of the best preserv...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$110,932 to $161,222
Petaluma, California area prices
were up 2.5% from a year ago

Estate Planning Consultant in New Haven, CT
The training program should include topics such as key steps in creating an estate plan, legal issues related to estate planning, charitable contribution strategies, tax planning and estate tax implications, financial considerations and special situations that impact estate planning.
November 29, 2019
Estate Planning Consultant in Somerset, NJ
Training to become an Estate Planning Consultant is your opportunity to create income streams that add real value to your business whilst enhancing existing client relationships.
February 24, 2020
Estate Planning Consultant in Virginia Beach, VA
They are rapidly expanding and now require additional home based consultants / advisers with experience in selling Wills, Trusts and Funeral Plans.
January 02, 2020